Financial Advisor

Sun Life Philippines; Central Luzon; Hybrid; PHP 167,000 - 335,000; Part time

Job summary

Sun Life Philippines, part of a leading global financial services company, seeks a part-time Hybrid Financial Advisor in the Philippines. You will provide financial planning guidance, conduct client consultations, and recommend insurance, investment, and health-focused products.

The role includes preparing proposals, maintaining client relationships, and monitoring plans to adapt to changing circumstances. You will also engage in business development, prospecting, and attending Sun Life training

Qualifications

• Strong client relationship and communication skills with ability to explain financial concepts clearly and build trust.
• Financial planning and advisory capabilities including assessing client needs and recommending insurance/investment solutions.
• Sales and business development skills including prospecting, networking, and pipeline management.
• Basic analytical and numerical skills to interpret financial data and evaluate risk/return.
• Comfort with hybrid work arrangements and use of digital tools for client servicing.
• Educational background in business/finance/economics or related field; professional certifications in financial planning or insurance are beneficial.
• Knowledge of the Philippine financial and insurance market and regulatory requirements.
• Client-focused mindset, high ethical standards, and commitment to ongoing learning.

Responsibilities

• Provide financial planning guidance and conduct client consultations to assess needs and goals, recommending insurance, investment, and health-focused products.
• Prepare and present financial proposals for clients.
• Maintain ongoing relationships with clients and monitor plans to stay aligned with changing circumstances.
• Engage in business development activities such as prospecting, networking, and attending Sun Life trainings/events to stay informed about products, market trends, and regulatory requirements.

Skills

Client relationship

Communication

Financial planning

Advisory capabilities

Sales & business development

Numerical/analytical skills

Hybrid work adaptation

Regulatory compliance knowledge

Education

Business/Finance/Economics background or related field

Job description

Sun Life Philippines is part of a leading global financial services company headquartered in Canada, offering insurance, retirement, and investment solutions to clients worldwide. In the Philippines, Sun Life provides a diverse range of insurance, wealth, and asset management products to support individuals and organizations in achieving a more secure financial future. As the country’s first and longest-standing life insurer, the company is known for its strong focus on financial planning, life and health protection, and investment solutions for every life stage. Sun Life also supports a health-focused wellness community and emphasizes exceptional client service to help clients build brighter lives.

Role Description

This is a part-time hybrid role for a Financial Advisor based in the Philippines, with a combination of in-office client meetings and work-from-home activities. On a day-to-day basis, the Financial Advisor will provide financial planning guidance, conduct client consultations to assess needs and goals, and recommend appropriate insurance, investment, and health-focused products. The role includes preparing and presenting financial proposals, maintaining ongoing relationships with clients, and monitoring their plans to ensure they remain aligned with changing circumstances. The Financial Advisor will also engage in business development activities, such as prospecting, networking, and participating in Sun Life training and events to stay informed about products, market trends, and regulatory requirements.

Qualifications

• Strong client relationship and communication skills, including the ability to explain financial concepts clearly and build trust over time.
• Financial planning and advisory capabilities, such as assessing client needs, creating tailored plans, and recommending suitable insurance and investment solutions.
• Sales and business development skills, including prospecting, networking, and managing a pipeline of potential and existing clients.
• Basic analytical and numerical skills, with the ability to interpret financial data, compare product options, and evaluate risk and return.
• Comfort with hybrid work arrangements, including the ability to manage schedules, conduct virtual meetings, and use digital tools for client servicing.
• Relevant educational background in business, finance, economics, or a related field is an advantage; professional certifications in financial planning or insurance are beneficial.
• Knowledge of the Philippine financial and insurance market, and willingness to comply with all regulatory and licensing requirements.
• A client-focused mindset, high ethical standards, and commitment to ongoing learning and professional development.